Lead-Lag Live

Darius Dale and Michael Gayed: Uncovering the Secrets of Global Liquidity & US Business Cycles


Listen Later

In this thought-provoking and insightful episode of Lead-Lag Live, Michael Gayed sits down with Darius Dale, a highly respected macroeconomic strategist, for an exclusive Darius Dale Interview. Together, they dive deep into the world of global liquidity and US business cycles, offering valuable insights on how these factors impact financial markets and investment decisions. This podcast is a must-listen for anyone interested in gaining a better understanding of the complex interplay between global liquidity, US business cycles, and their influences on asset prices.

Throughout the Darius Dale Interview with Michael Gayed of Lead-Lag Live, the two experts explore key themes, including the importance of analyzing global liquidity in the current macroeconomic environment, the implications of changing central bank policies on financial markets, and the potential risks and opportunities associated with different phases of the US business cycle. By drawing on their vast experience and expertise, Dale and Gayed are able to provide viewers with a comprehensive and nuanced understanding of these critical topics.

One of the major highlights of this podcast is the detailed discussion on how global liquidity conditions affect financial markets and asset prices. Dale and Gayed delve into the mechanics of capital flows and the role of central banks in shaping the global liquidity landscape. By doing so, they help viewers appreciate the significance of monitoring and understanding global liquidity trends in making well-informed investment decisions.

Another fascinating aspect of this episode is the examination of the relationship between US business cycles and asset prices. Dale and Gayed offer an in-depth analysis of the various stages of the business cycle, highlighting how each phase presents unique challenges and opportunities for investors. They also discuss the importance of incorporating business cycle analysis into investment strategies, so as to better navigate the ever-changing financial landscape.

In conclusion, the Darius Dale Interview with Michael Gayed of Lead-Lag Live offers a wealth of knowledge on the crucial aspects of global liquidity and US business cycles. Whether you're an experienced investor or someone who's just starting their financial journey, this podcast is an invaluable resource that will enhance your understanding of these complex topics and help you make smarter investment decisions.

Don't miss out on this fascinating conversation - be sure to listen to the full podcast, and don't forget to subscribe to Lead-Lag Live for more exclusive interviews and expert insights on financial markets and investing.


With ChatDOC, instantly analyze professional documents using  AI — featuring word-level citations, chart/formula breakdowns, cross-file query, and full support for PDFs/epub/scanned files.
Free version handles 10 documents (up to 3000 pages) and cross-searches 30 files.
Click the link below to unlock +10 document slots : https://chatdoc.com?src=leadlaglive

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


Foodies unite…with HowUdish!

It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!

Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!

HowUdish makes it simple to connect through food anywhere in the world.

So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show

...more
View all episodesView all episodes
Download on the App Store

Lead-Lag LiveBy Michael A. Gayed, CFA

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

88 ratings


More shows like Lead-Lag Live

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

587 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,068 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

935 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

917 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

201 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

249 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

358 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

461 Listeners

Supply Shock by Blockworks

Supply Shock

113 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

384 Listeners

Forward Guidance by Blockworks

Forward Guidance

273 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

54 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

363 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

35 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

93 Listeners